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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Morgan Stanley
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MS
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182.91
-2.19 (-1.18%)
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Updated: 7:00 PM EST, Feb 3, 2026
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Blockchain: The Unseen Engine Driving Crypto’s Explosive Evolution Towards 2026
November 21, 2025
As of late 2025, the cryptocurrency industry stands on the precipice of unprecedented growth, and at its very core lies the indispensable, often understated, power of blockchain technology. Far from...
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Federal Reserve's December Dilemma: Market Hopes Soar for Rate Cut Amidst Economic Crosscurrents
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November 21, 2025
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US Tech Stocks Brace for Impact: Volatility Surges Amidst AI Bubble Fears and Economic Headwinds
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Wall Street Rocked by Economic Data: AI Jitters and Rate-Cut Doubts Fuel Sharp Stock Falls
November 20, 2025
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Federal Reserve at a Crossroads: Mixed Signals and Economic Data Cloud December Rate Outlook
November 20, 2025
The Federal Reserve finds itself at a pivotal juncture, grappling with a deeply divided Federal Open Market Committee (FOMC) and an economic landscape shrouded in uncertainty. Following two consecutive...
Via
MarketMinute
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Bitcoin Crashes To $88,000 But Cardano's Charles Hoskinson Says The Path To $250,000 Is 'Locked In'
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November 20, 2025
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Benzinga
Morgan Stanley Reverses Course, Drops December Fed Rate Cut Forecast Amid Resilient Economy
November 20, 2025
New York, NY – November 20, 2025 – Morgan Stanley (NYSE: MS) has once again recalibrated its outlook for Federal Reserve monetary policy, notably abandoning its forecast for a December 2025 interest...
Via
MarketMinute
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Bonds
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Home Depot Navigates Turbulent Waters Amidst Q3 Miss and Analyst Downgrades
November 20, 2025
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Corporate America Unleashes Record Share Buybacks: A Trillion-Dollar Bet on Shareholder Value
November 20, 2025
New York, NY – November 20, 2025 – Corporate America is in the midst of an unprecedented wave of share buyback programs, with U.S. corporate repurchases projected to hit a staggering $1 trillion to...
Via
MarketMinute
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Morgan Stanley Sustainable Signals: Global Survey Shows Institutional Investors Maintain Positive Outlook on Sustainable Investing
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Navigating the Volatile Currents: AI's Enduring Grip Amidst Shifting Market Sentiments
November 20, 2025
As November 20, 2025, unfolds, global financial markets present a landscape of intriguing contrasts, marked by the persistent, transformative power of artificial intelligence and a growing undercurrent...
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November 20, 2025
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Where Will Robinhood Stock Be in 10 Years?
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The online brokerage could expand and evolve into a more diversified fintech giant.
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Reflecting On Investment Banking & Brokerage Stocks’ Q3 Earnings: Interactive Brokers (NASDAQ:IBKR)
November 19, 2025
Looking back on investment banking & brokerage stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Interactive Brokers (NASDAQ:IBKR) and its peers.
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Investment Banking & Brokerage Stocks Q3 In Review: BGC (NASDAQ:BGC) Vs Peers
November 19, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how BGC (NASDAQ:BGC) and the rest...
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Fed's 'Higher-for-Longer' Stance Dents Gold and Silver Amid Fading Rate Cut Hopes
November 19, 2025
November 19, 2025 – Market expectations for a Federal Reserve interest rate cut in December 2025 have significantly diminished, sending ripples through the precious metals market. This recalibration of...
Via
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Commercial Vehicle Group (CVGI) Stock Trades Down, Here Is Why
November 19, 2025
Shares of vehicle systems manufacturer Commercial Vehicle Group (NASDAQ:CVGI) fell 8.4% in the afternoon session after the stock's negative momentum continued as the company reported earnings results...
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AI Powerhouses Or Small-Cap Rebound? ETFs To Watch As Morgan Stanley Eyes S&P 500 At 7,800
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November 19, 2025
Morgan Stanley's 7,800 S&P 500 call signals a two-speed rally. See the ETFs best placed for the AI mega-cap surge and small-cap rebound.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Stocks
Wix (WIX) Stock Trades Down, Here Is Why
November 19, 2025
Shares of website building platform Wix (NASDAQ:WIX) fell 17.2% in the afternoon session after the company reported third-quarter results where a beat on revenue was overshadowed by a significant miss...
Via
StockStory
Topics
Artificial Intelligence
Is Meta Stock a Buy or a Sell Before Michael Burry Drops His Bombshell on November 25?
November 19, 2025
Meta Platforms stock has been under pressure of late, among others, due to the allegations that Michael Burry has leveled against hyperscalers. Burry has promised more information on November 25, but...
Via
Barchart.com
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Fraud
BellRing Brands Cools Growth Targets Amidst Intensified Competition and Stubborn Commodity Headwinds
November 19, 2025
St. Louis, MO – November 19, 2025 – BellRing Brands (NYSE: BRBR), a prominent player in the convenient nutrition sector, sent ripples through the market yesterday by announcing a significant...
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MarketMinute
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Eli Lilly on "Stock Split Watch": A Deep Dive into a Pharmaceutical Giant's Future
November 19, 2025
Indianapolis, IN – November 19, 2025 – Eli Lilly and Company (NYSE: LLY), the pharmaceutical titan, finds itself at the epicenter of market speculation, firmly placed on "stock split watch" as its...
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MarketMinute
Reflecting On Investment Banking & Brokerage Stocks’ Q3 Earnings: Perella Weinberg (NASDAQ:PWP)
November 18, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Perella Weinberg (NASDAQ:PWP) and its peers.
Via
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Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock
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November 18, 2025
Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.
Via
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Topics
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Why NiCE Stock Crumbled Today
↗
November 18, 2025
Pundits tracking the stock haven't exactly been bullish on it lately.
Via
The Motley Fool
Topics
Artificial Intelligence
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